Simple, fixed pricing
No hourly billing and no surprise invoices. Cancel any time.
Monthly
Annual Save 17%
Essentials
For freelancers and sole traders.
$290/mo
- Monthly bookkeeping
- Annual business tax return
- Personal tax return
- Quarterly tax estimates
- Email support
- Payroll
- Advisory sessions
Most popular
Growth
For small teams that want a real adviser.
$690/mo
- Everything in Essentials
- Payroll for up to 15 staff
- Monthly management reports
- Quarterly advisory session
- Sales tax filings
- Same-day replies
CFO Partner
For growing companies raising capital.
$1,450/mo
- Everything in Growth
- Fractional CFO, 2 days a month
- 13-week cash-flow forecast
- Board and investor packs
- Payroll for up to 50 staff
- Priority phone line
Compare
Everything in each package
| Feature | Essentials | Growth | CFO Partner |
|---|---|---|---|
| Bookkeeping | |||
| Monthly reconciliations | |||
| Books closed by the 10th | |||
| Management reports | Quarterly | Monthly | Monthly + commentary |
| Tax | |||
| Business tax return | |||
| Personal tax return | 1 | 2 | 2 |
| Quarterly estimates | |||
| Sales tax filings | |||
| Payroll | |||
| Employees included | Up to 15 | Up to 50 | |
| Year-end W-2s and 1099s | |||
| Advice | |||
| Advisory sessions | Quarterly | Monthly | |
| Fractional CFO | 2 days / month | ||
| 13-week cash-flow forecast | |||
| Support | Same-day email | Priority phone | |
Billing
Pricing questions
No set-up fees on monthly packages. Catch-up work, if needed, is quoted separately.
Yes, up or down, from the next billing month.
We will give you a fixed custom quote after the free call.
Not sure which package fits?
A 30-minute call will tell you. It is free.